Jackson Insurance & Financial Services

Helping you Create, Protect and Preserve your financial security

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 

Gerald Jackson is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of ID, OR and WA. No insurance business may be conducted outside these states referenced.

Gerald Jackson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer and a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CA, ID, OR and WA. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities LLC is a New York Life company.

Jackson Insurance and Financial Services is not owned or operated by NYLIFE Securities LLC, or its affiliates.




Account Access

View Your Personal Accounts

Personal Folders

Preparing for a Natural Disaster

Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.

HOT TOPIC: Red Ink: The Debt Ceiling and Deficit Spending

This report explains the potential consequences of not raising the debt limit in a timely manner and provides an overview of new projections from the CBO for future deficits and the national debt.

A 529 Plan Can Help Jump Start Your College Fund

Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.

What’s Your Retirement Dream Elevator Pitch?

How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.

More Newsletters →